Latest Institutional Transactions on Ishares Msci Intl Quality Fact (IQLT)
This table provides information on the latest institutional transactions involving Ishares Msci Intl Quality Fact (IQLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10KNew |
$360K - $439K
|
10K
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 1.43% |
$1.44K - $1.75K
|
2.84K
$127K
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
16.2KNew |
$582K - $709K
|
16.2K
$725K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.98KNew |
$179K - $218K
|
4.98K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.52K+ 1.25% |
$126K - $154K
|
285K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
258New |
$9.26K - $11.3K
|
258
$11.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
689+ 5.84% |
$24.7K - $30.2K
|
12.5K
$559K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
26+ 0.89% |
$933 - $1.14K
|
2.93K
$131K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.5KClosed |
$463K - $515K
|
0
$0
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-37K- 99.72% |
$1.37M - $1.52M
|
103
$4.61K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-25- 3.23% |
$923 - $1.03K
|
750
$33.6K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.07K+ 11.96% |
$39.3K - $43.7K
|
9.97K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$511K - $568K
|
13.9K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.3KNew |
$674K - $750K
|
18.3K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.42KNew |
$237K - $263K
|
6.42K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
131K+ 36.2% |
$4.83M - $5.36M
|
492K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.76K+ 16.89% |
$213K - $236K
|
39.9K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.4KNew |
$51.7K - $57.4K
|
1.4K
$62.7K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1.01K- 13.77% |
$37.2K - $41.3K
|
6.3K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
539+ 7.32% |
$19.9K - $22.1K
|
7.91K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
396+ 2.99% |
$14.6K - $16.2K
|
13.6K
$610K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
80New |
$2.95K - $3.28K
|
80
$3.58K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.03K+ 1.31% |
$223K - $248K
|
467K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
261K+ 39.82% |
$9.65M - $10.7M
|
918K
$41.1M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
159KNew |
$5.86M - $6.52M
|
159K
$7.11M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
859New |
$31.7K - $35.2K
|
859
$38.5K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.13KNew |
$189K - $211K
|
5.13K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.06K+ 0.81% |
$76.1K - $84.6K
|
256K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.5K+ 274.24% |
$610K - $678K
|
22.6K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
60New |
$2.21K - $2.46K
|
60
$2.69K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
928+ 21.58% |
$34.3K - $38.1K
|
5.23K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-429- 3.45% |
$15.8K - $17.6K
|
12K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.2K+ 11.78% |
$44.4K - $49.3K
|
11.4K
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-143- 1.59% |
$5.28K - $5.87K
|
8.82K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
58New |
$2.14K - $2.38K
|
58
$2.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.45KNew |
$53.5K - $59.5K
|
1.45K
$64.9K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-560- 34.87% |
$20.7K - $23K
|
1.05K
$46.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.18KNew |
$191K - $213K
|
5.18K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
60.3K+ 149.81% |
$2.23M - $2.47M
|
101K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
9.91KNew |
$366K - $407K
|
9.91K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.09KNew |
$336K - $373K
|
9.09K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
860New |
$31.7K - $35.3K
|
860
$38.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
693+ 12.08% |
$25.6K - $28.4K
|
6.43K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-14.8K- 60.09% |
$548K - $609K
|
9.86K
$442K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
270+ 79.65% |
$9.97K - $11.1K
|
609
$27.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
7.22K+ 2.49% |
$266K - $296K
|
296K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.44K- 3.94% |
$275K - $305K
|
182K
$8.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.07KNew |
$261K - $290K
|
7.07K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
352+ 3.13% |
$13K - $14.4K
|
11.6K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.52K- 32.44% |
$93K - $103K
|
5.25K
$235K
|
|